Filed: 10/20/2025ACC: 0001398344-25-019342
📋 What this filing means
3CHOPT INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 230 equity positions with a total reported market value of $439.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
230
Positions
$439.50M
Total AUM (reported)
2.64M
Total Shares
Allocation by class
COM$246.03M56.0%
S&P 500 ETF SHS$50.43M11.5%
SMALL CP ETF$24.24M5.5%
CL A$22.67M5.2%
CAP STK CL C$11.24M2.6%
COM NEW$8.63M2.0%
CL B NEW$8.48M1.9%
Portfolio Concentration
Top 3$101.65M23.1%
4–10$75.71M17.2%
11–25$71.72M16.3%
Rest$190.42M43.3%
Top 3 weight
23.1%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 2.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole230
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings230
Rows:
VANGUARD INDEX FDS
SOLEShares82.12K
TypeSH
Market value$50.43M
11.47%
Sole
0.00
Shared
0.00
None
82.12K
NVIDIA CORPORATION
SOLEShares144.56K
TypeSH
Market value$26.97M
6.14%
Sole
0.00
Shared
0.00
None
144.56K
VANGUARD INDEX FDS
SOLEShares95.05K
TypeSH
Market value$24.24M
5.52%
Sole
0.00
Shared
0.00
None
95.05K
APPLE INC
SOLEShares74.65K
TypeSH
Market value$19.01M
4.32%
Sole
0.00
Shared
0.00
None
74.65K
MICROSOFT CORP
SOLEShares22.58K
TypeSH
Market value$11.69M
2.66%
Sole
0.00
Shared
0.00
None
22.58K
ALPHABET INC
SOLEShares46.15K
TypeSH
Market value$11.24M
2.56%
Sole
0.00
Shared
0.00
None
46.15K
BROADCOM INC
SOLEShares27.09K
TypeSH
Market value$8.94M
2.03%
Sole
0.00
Shared
0.00
None
27.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.86K
TypeSH
Market value$8.48M
1.93%
Sole
0.00
Shared
0.00
None
16.86K
VISTRA CORP
SOLEShares41.75K
TypeSH
Market value$8.18M
1.86%
Sole
0.00
Shared
0.00
None
41.75K
META PLATFORMS INC
SOLEShares11.13K
TypeSH
Market value$8.17M
1.86%
Sole
0.00
Shared
0.00
None
11.13K
MCKESSON CORP
SOLEShares7.95K
TypeSH
Market value$6.15M
1.40%
Sole
0.00
Shared
0.00
None
7.95K
PHILIP MORRIS INTL INC
SOLEShares37.31K
TypeSH
Market value$6.05M
1.38%
Sole
0.00
Shared
0.00
None
37.31K
JPMORGAN CHASE & CO.
SOLEShares17.93K
TypeSH
Market value$5.66M
1.29%
Sole
0.00
Shared
0.00
None
17.93K
J P MORGAN EXCHANGE TRADED F
SOLEShares46.29K
TypeSH
Market value$5.59M
1.27%
Sole
0.00
Shared
0.00
None
46.29K
AMAZON COM INC
SOLEShares24.47K
TypeSH
Market value$5.37M
1.22%
Sole
0.00
Shared
0.00
None
24.47K
ALTRIA GROUP INC
SOLEShares72.82K
TypeSH
Market value$4.89M
1.11%
Sole
0.00
Shared
0.00
None
72.82K
VANGUARD INTL EQUITY INDEX F
SOLEShares68.21K
TypeSH
Market value$4.87M
1.11%
Sole
0.00
Shared
0.00
None
68.21K
WELLS FARGO CO NEW
SOLEShares52.81K
TypeSH
Market value$4.43M
1.01%
Sole
0.00
Shared
0.00
None
52.81K
BOOKING HOLDINGS INC
SOLEShares799.00
TypeSH
Market value$4.31M
0.98%
Sole
0.00
Shared
0.00
None
799.00
WILLIAMS COS INC
SOLEShares67.22K
TypeSH
Market value$4.26M
0.97%
Sole
0.00
Shared
0.00
None
67.22K
CHECK POINT SOFTWARE TECH LT
SOLEShares20.20K
TypeSH
Market value$4.18M
0.95%
Sole
0.00
Shared
0.00
None
20.20K
ALPHABET INC
SOLEShares16.85K
TypeSH
Market value$4.10M
0.93%
Sole
0.00
Shared
0.00
None
16.85K
JOHNSON & JOHNSON
SOLEShares22.09K
TypeSH
Market value$4.10M
0.93%
Sole
0.00
Shared
0.00
None
22.09K
DROPBOX INC
SOLEShares132.37K
TypeSH
Market value$4.00M
0.91%
Sole
0.00
Shared
0.00
None
132.37K
ELI LILLY & CO
SOLEShares4.95K
TypeSH
Market value$3.77M
0.86%
Sole
0.00
Shared
0.00
None
4.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 82.12K | SH | $50.43M 11.47% | 0.00 | 0.00 | 82.12K |
NVIDIA CORPORATIONSOLE | COM | 144.56K | SH | $26.97M 6.14% | 0.00 | 0.00 | 144.56K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 95.05K | SH | $24.24M 5.52% | 0.00 | 0.00 | 95.05K |
APPLE INCSOLE | COM | 74.65K | SH | $19.01M 4.32% | 0.00 | 0.00 | 74.65K |
MICROSOFT CORPSOLE | COM | 22.58K | SH | $11.69M 2.66% | 0.00 | 0.00 | 22.58K |
ALPHABET INCSOLE | CAP STK CL C | 46.15K | SH | $11.24M 2.56% | 0.00 | 0.00 | 46.15K |
BROADCOM INCSOLE | COM | 27.09K | SH | $8.94M 2.03% | 0.00 | 0.00 | 27.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.86K | SH | $8.48M 1.93% | 0.00 | 0.00 | 16.86K |
VISTRA CORPSOLE | COM | 41.75K | SH | $8.18M 1.86% | 0.00 | 0.00 | 41.75K |
META PLATFORMS INCSOLE | CL A | 11.13K | SH | $8.17M 1.86% | 0.00 | 0.00 | 11.13K |
MCKESSON CORPSOLE | COM | 7.95K | SH | $6.15M 1.40% | 0.00 | 0.00 | 7.95K |
PHILIP MORRIS INTL INCSOLE | COM | 37.31K | SH | $6.05M 1.38% | 0.00 | 0.00 | 37.31K |
JPMORGAN CHASE & CO.SOLE | COM | 17.93K | SH | $5.66M 1.29% | 0.00 | 0.00 | 17.93K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 46.29K | SH | $5.59M 1.27% | 0.00 | 0.00 | 46.29K |
AMAZON COM INCSOLE | COM | 24.47K | SH | $5.37M 1.22% | 0.00 | 0.00 | 24.47K |
ALTRIA GROUP INCSOLE | COM | 72.82K | SH | $4.89M 1.11% | 0.00 | 0.00 | 72.82K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 68.21K | SH | $4.87M 1.11% | 0.00 | 0.00 | 68.21K |
WELLS FARGO CO NEWSOLE | COM | 52.81K | SH | $4.43M 1.01% | 0.00 | 0.00 | 52.81K |
BOOKING HOLDINGS INCSOLE | COM | 799.00 | SH | $4.31M 0.98% | 0.00 | 0.00 | 799.00 |
WILLIAMS COS INCSOLE | COM | 67.22K | SH | $4.26M 0.97% | 0.00 | 0.00 | 67.22K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 20.20K | SH | $4.18M 0.95% | 0.00 | 0.00 | 20.20K |
ALPHABET INCSOLE | CAP STK CL A | 16.85K | SH | $4.10M 0.93% | 0.00 | 0.00 | 16.85K |
JOHNSON & JOHNSONSOLE | COM | 22.09K | SH | $4.10M 0.93% | 0.00 | 0.00 | 22.09K |
DROPBOX INCSOLE | CL A | 132.37K | SH | $4.00M 0.91% | 0.00 | 0.00 | 132.37K |
ELI LILLY & COSOLE | COM | 4.95K | SH | $3.77M 0.86% | 0.00 | 0.00 | 4.95K |
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